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Upturn AI SWOT - About
First Trust NASDAQ Smartphone (NXTG)
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Upturn Advisory Summary
07/31/2025: NXTG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.8% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 73.59 - 96.92 | Updated Date 06/30/2025 |
52 Weeks Range 73.59 - 96.92 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust NASDAQ Smartphone
ETF Overview
Overview
The First Trust NASDAQ Smartphone Index Fund (FONE) is an exchange-traded fund that tracks the performance of the NASDAQ Smartphone Index. It focuses on companies involved in the design, manufacture, or sale of smartphones and their components. The fund offers exposure to a global portfolio of companies that are driving innovation in the mobile technology sector.
Reputation and Reliability
First Trust is a well-established and reputable issuer of ETFs, known for its innovative and thematic investment strategies.
Management Expertise
First Trust has a team of experienced investment professionals with expertise in thematic and sector-specific investing.
Investment Objective
Goal
To track the performance, before fees and expenses, of the NASDAQ Smartphone Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the holdings and weightings of the NASDAQ Smartphone Index.
Composition The ETF primarily holds stocks of companies involved in the smartphone industry, including manufacturers, component suppliers, and software developers.
Market Position
Market Share: FONE's market share is relatively small compared to broader technology ETFs.
Total Net Assets (AUM): 59.93
Competitors
Key Competitors
- IGV
- XLK
- QQQ
Competitive Landscape
The competitive landscape is dominated by broad tech ETFs. FONE offers niche exposure to the smartphone segment, but is smaller than broadly diversified funds. Its advantage is concentrated exposure to a specific growth area. A disadvantage is higher volatility and sector-specific risk.
Financial Performance
Historical Performance: Historical performance data not provided.
Benchmark Comparison: Benchmark Comparison data not provided.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
The average trading volume for FONE is moderate, implying it is not as liquid as the bigger funds.
Bid-Ask Spread
Bid-ask spreads vary, but are generally wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
The smartphone industry is influenced by technological innovation, consumer demand, global economic conditions, and regulatory changes. The ETF's performance is sensitive to these factors.
Growth Trajectory
Growth is tied to smartphone adoption rates, replacement cycles, and advancements in smartphone technology. Strategy changes will depend on index re-balancing.
Moat and Competitive Advantages
Competitive Edge
FONE's competitive advantage lies in its focused exposure to the smartphone industry, offering investors a targeted way to participate in the growth of this sector. It allows investors to avoid the noise of larger, diversified tech ETFs. However, this concentrated approach also implies greater risk. The ETF's success hinges on the sustained growth and innovation within the smartphone ecosystem.
Risk Analysis
Volatility
Likely to be more volatile than broad market ETFs due to sector concentration.
Market Risk
Risks include dependence on a single industry, potential disruptions from new technologies, and exposure to global economic cycles.
Investor Profile
Ideal Investor Profile
Investors who are optimistic about the smartphone market and willing to accept higher risk for potentially higher returns.
Market Risk
Suitable for investors with a higher risk tolerance and a long-term investment horizon, who understand the smartphone industry.
Summary
First Trust NASDAQ Smartphone ETF (FONE) offers targeted exposure to the global smartphone industry. Its investment strategy focuses on tracking the NASDAQ Smartphone Index, comprising companies in the design, manufacture and sale of smartphones. While providing concentrated exposure, FONE carries sector-specific risks and higher volatility compared to broader tech ETFs. The ETF may be appropriate for investors with high risk tolerance looking for returns in the smartphone sector. FONE's success depends on continued innovation and growth in the smartphone market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Yahoo Finance
Disclaimers:
Data and analysis are based on available information and are subject to change. Investment decisions should be made after consulting with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust NASDAQ Smartphone
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to track the performance of companies that have devoted, or have committed to devote, material resources to the research, development and application of fifth generation (5G) and next generation digital cellular technologies as they emerge.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.